+139.7%
OKLO vs IT
-23.9%
+163.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.7% | -2.9% | -2.2% |
| 7D | +1.6% | +1.1% | +0.5% | +1.5% |
| 30D | -17.6% | -1.8% | -15.8% | -17.7% |
| 3M | -48.5% | +4.8% | -53.3% | -48.8% |
| 6M | -65.7% | +33.0% | -98.7% | -66.8% |
| YTD | -66.7% | -23.8% | -42.8% | -65.1% |
| 1Y | -76.5% | -16.5% | -59.9% | -75.8% |
| 3Y | +132.5% | -53.6% | +186.1% | +171.7% |
| 5Y | +142.8% | -42.1% | +185.0% | +183.9% |
| All | +139.7% | -23.9% | +163.6% | +179.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded IT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling